Phil Oakley
Phil spent 13 years as an investment analyst for both stockbroking and fund management companies.
After graduating with a MSc in International Banking, Economics & Finance from Liverpool Business School in 1996, Phil went to work for BWD Rensburg, a Liverpool based investment manager. In 2001, he joined ABN AMRO as a transport analyst. After a brief spell as a food retail analyst, he spent five years with ABN's very successful UK Smaller Companies team where he covered engineering, transport and support services stocks.
In 2007, Phil joined Halbis Capital Management as a European equities analyst. He began writing for MoneyWeek in 2010.
Latest articles by Phil Oakley
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Shares in focus: Should you snap up WH Smith?
Features WH Smith has long proved the doomsters wrong. Can it keep doing so, and should you buy the shares? Phil Oakley investigates.
By Phil Oakley Published
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Companies in the news: BT and Merlin Entertainments
Features BT has staked its future on Premier League football, and the owners of Alton Towers are floating the company. Is it time to buy? Phil Oakley reports.
By Phil Oakley Published
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VCTs: Adventurous but risky roads to profit
Features Venture capital trusts have become popular thanks to the tax breaks they offer. But before you dive in, Phil Oakley explains the risks of investing in them.
By Phil Oakley Published
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How our tips have fared: ITV
Features Phil Oakley tipped television broadcaster ITV last year. Here, he takes a look at how the shares have done, and what shareholders should do now.
By Phil Oakley Published
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Shares in focus: Should you buy AT&T?
Features Telecoms giant AT&T faces stiff competition in America. But should you buy the shares for the income? Phil Oakley investigates.
By Phil Oakley Published
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Company in the news: Lloyds Banking Group
Features While the risks haven't gone away, life seems to be getting ever better for Lloyds, says Phil Oakley.
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Neil Woodford’s top investment tips
Features For 25 years, fund manager Neil Woodford has excelled at making his clients money. Phil Oakley reveals the five things we can learn from his success.
By Phil Oakley Published
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Sector in the news: The energy companies
Features Public anger has been directed at energy companies in recent days, says Phil Oakley. Yet, these two providers could be worth buying for the long term.
By Phil Oakley Published
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Shares in focus: Can Shell deliver the goods?
Features Oil giant Shell is out of favour with the City, but does its dividend yield make the shares worth buying? Phil Oakley investigates.
By Phil Oakley Published
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Why you should avoid closet tracker funds
Features 'Closet trackers' are a pervasive evil in the fund management industry. Phil Oakley explains why you should steer well clear of them.
By Phil Oakley Published
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Company in the news: Royal Mail Group
Features Royal Mail shares looked tempting before the float. But, now the shares have risen in price, is it too late to buy? Phil Oakley reports.
By Phil Oakley Published
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Shares in focus: Do shopping centres have a future?
Features It’s tough on the high street, but Hammerson’s smart strategy could pay off. Should you buy the shares? Phil Oakley investigates.
By Phil Oakley Published
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Why your house beats the bank
Features What if there was a way to get a higher return on your savings, with little risk and no tax to pay? Well, there is – if you have a mortgage. Phil Oakley explains why you should pay off your mortgage early.
By Phil Oakley Published
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Company in the news: Wolseley
Features The plumbing and heating products distributor was hammered by the financial crisis. But now things are looking up.
By Phil Oakley Published
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Shares in focus: Diageo looks frothy
Features The shares are doing well, but can that continue? Phil Oakley investigates.
By Phil Oakley Published
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Is your money working hard enough?
Features The basis of successful investing is to make your money work for you. Phil Oakley explains how to find the best companies to help you achieve that.
By Phil Oakley Published
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Shares in focus: Can M&S continue to woo shoppers?
Features Marks & Spencer has long been a familiar sight on Britain's high streets. But as customer habits change, can it still deliver the goods? Phil Oakley investigates.
By Phil Oakley Published
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How to find quality shares
Features While good-quality stocks rarely come cheap, that doesn't mean you should ignore them. Phil Oakley explains how to spot established stocks worth buying.
By Phil Oakley Published
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Shares in focus: Smiths’ strange mash-up
Features Engineering firm Smith Group is a solid business, but it lacks focus, says Phil Oakley. So, should you buy the shares?
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How to tell if a share is cheap
Features Working out whether a market is cheap is straightforward, but for individual shares, it is less easy. Here, Phil Oakley offers a solution.
By Phil Oakley Published
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Shares in focus: Should you buy Royal Mail?
Features From basketcase to well-run business, Royal Mail is finally going private. Should you buy the shares? Phil Oakley investigates.
By Phil Oakley Published
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Gamble of the week: A bargain fashion retailer
Tips This fashion retailer is no stranger to the malaise on the high street. But if it can turn its fortunes around, the shares could be worth a punt, says Phil Oakley.
By Phil Oakley Published
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How to create a second retirement fund
Tutorials While many retirees rely on annuities for income, having a reliable share portfolio is a handy back-up. Phil Oakley explains the best way to build one.
By Phil Oakley Published
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How our tips have fared: Tullett Prebon
Features Phil Oakley tipped Tullett Prebon as a risky buy back in May. Here, he takes another look to see how the brokering stock has got on.
By Phil Oakley Published
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